Client Service Associate

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Client Service Associate

Boston, Massachusetts

|

Direct (Permanent) Full Time

|

$ 75,000 - $ 90,000 per year

Boston, Massachusetts

Direct (Permanent) Full Time

$ 75,000 - $ 90,000 per year

January 11, 2023

|

Job ID: AP1311499BOS_1673451096

January 11, 2023

Job ID: AP1311499BOS_1673451096

Job Summary

Job Id: AP1311499BOS_1673451096 Apply Now

Client Service Associate at a Top Wealth Management Firm to $90k!

Our client, a top wealth management and investment firm in Boston is seeking a Client Service Associate to join their growing organizaiton! In this role, you will provide direct support to the Wealth Managers and Associate Wealth Managers in all aspects of services delivered by the team to its clients. Responsibilities include assisting with cash and securities processing, client reporting, custodian paperwork and communication, quality control, maintenancy of the firm's electronic systems, providing communication to clients, and more. The preferred candidate will have a Bachelor's degree and at least two years of financial services experience. The qualified candidate is someone who is well organized with extraordinary attention to detail, is a responsive and effective communicator, possesses strong ethics, and has a positive, can-do attitude. This is a fantastic opportunity to join a professional services firm!

AP1311499BOS_1673451096

Apply Now

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™